Q&A With ASNP Co-Founder on Special Needs Planning
Academy of Special Needs Planners co-founder Harry S. Margolis was recently interviewed by Vanguard Investments about planning for people with special needs.
Read moreAcademy of Special Needs Planners co-founder Harry S. Margolis was recently interviewed by Vanguard Investments about planning for people with special needs.
Read moreWe at the Academy of Special Needs Planners (ASNP) are pleased to announce that California special needs planning attorney Kevin Urbatsch has joined our Advisory Board.
Read moreA New York Times article on special needs planning for those over age 65 features Special Needs Answers, ASNP and one of its member attorneys . . .
Read moreWhen you add a special needs trust to a financial aid calculation, things can get complicated because the regulations governing federal financial aid don't do a very good job of distinguishing special needs trusts from other types of trusts.
Read moreLast month we discussed some initial things that every trustee of a special needs trust should do upon learning that the primary beneficiary has passed away. Now, we'll explore additional steps to consider when closing out the trust.
Read moreThe government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different.
Read moreIn many cases, the best way to provide monetary assistance to your loved one during the holidays is through contributions to a special needs trust. As an added bonus, a strange glitch in the tax code may make 2010 the...
Read moreUnless you are a CPA, you should never prepare an income tax return for a special needs trust. Instead, call your special needs planner to discuss what needs to be done.
Read moreA recent case from New Jersey should make you think twice about waiting to finalize that estate plan that you have been meaning to get to.
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